Wherever you are in your journey, we’ll meet you there, with financial guidance or career opportunities tailored to meet your needs. Work with one of our financial professionals to help you achieve your wealth management, estate planning, or retirement goals. Or explore joining our firm and find the support you need to achieve long-term career success.
We are more than a full-service wealth management firm. We are a community of industry-leading financial professionals, committed to helping people pursue their financial goals. As an individual or a business, you can expect to collaborate with one of our financial professionals, who will help you identify your goals, make sound financial decisions, and explore our wide range of financial products and services. For financial professionals looking to join our team, we offer supported independence, with the resources and tools you need to focus on your clients and scale your business the way you envision.
Under the leadership of Executive Vice Presidents, Ted Beal, Jr, Kevin Rodin and John Yacoubian, Equitable Advisors Liberty Branch continues to be a leading provider of financial advice, protection, and retirement strategies in the tri-state region. We draw on our 160 years of experience to work alongside you with clarity and efficiency. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. We have a long-standing commitment of building a culture of inclusion, professional excellence, and continuous learning.
Our financial professionals offer a full suite of products and represent a broad range of experience, backgrounds, and areas of focus such as wealth management, retirement planning, estate planning, and business succession planning. At Equitable Advisors, we understand educators, and that’s why we are the #1 403(b) provider in the K-12 market. The Retirement Benefits Group (RBG), is a specialized division of our branch that provides financial planning, investments and support services designed specifically for educators, municipal workers and nonprofit employees.
We are committed to helping our clients work toward their financial goals for themselves, their families, and their businesses. Together, let us help you achieve your financial well-being with courage, strength, and wisdom.
We understand that wealth management is about more than just money. It’s about appreciating who you are and what you want in life. And while it can be challenging to put a plan together for the future, you don’t have to do it alone. Our financial professionals will work with you to design a comprehensive, personalized financial strategies that fits your goals today and your vision of tomorrow – in a true collaboration of our efforts. In the end, we’ll help you build a fulfilling future, your way.
Find a Financial Professional
When you join Equitable Professionals, you’re in control but not alone. You bring your ambition, and we provide the support to help you achieve long-term success. Our supported independence model means you can focus on your clients and your business the way you envision. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want.
Explore Equitable Advisors
10 Madison Avenue, 2nd FloorMorristown, NJ 07960
Get DirectionsPhone: (973) 401-2399
300 Lighting Way, Suite 702Secaucus, NJ 07094
1433 Hooper Avenue, Suite 339Toms River, NJ 08753
Get DirectionsPhone: (732) 606-8400
1967 Highway 34 Building C, Ste 201Wall, NJ 07719
Get DirectionsPhone: (732) 528-6900
90 Woodbridge Center Drive, 7th FloorWoodbridge, NJ 07095
Get DirectionsPhone: (732) 326-5200
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.